We are live on ! Find out more
OLED icon

Universal Display

400 hedge funds and large institutions have $4.29B invested in Universal Display in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 128

3.23% more ownership

Funds ownership: 65.6%68.83% (+3.2%)

12% less funds holding

Funds holding: 457400 (-57)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

27% less call options, than puts

Call options by funds: $169M | Put options by funds: $232M

33% less capital invested

Capital invested by funds: $6.37B → $4.29B (-$2.08B)

49% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 96

Holders
400
Holders Change
-57
Holders Change %
-12.47%
% of All Funds
8.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
49
Increased
151
Reduced
128
Closed
96
Calls
$169M
Puts
$232M
Net Calls
-$63M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
351
Atlas Private Wealth Management
New York
$13K
SFPG
352
Stonebridge Financial Planning Group
Florida
$12K +$172 +1 +1%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$12K +$3.27K +19 +27%
ClearBridge Investments
354
ClearBridge Investments
New York
$12K +$3.78K +22 +32%
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$11K -$2.46M -14,327 -99%
MAM
356
Meeder Asset Management
Ohio
$11K -$4.13K -24 -23%
CAC
357
Certified Advisory Corp
Florida
$11K
CFG
358
Citizens Financial Group
Rhode Island
$11K +$516 +3 +4%
PGAM
359
Princeton Global Asset Management
New Jersey
$11K +$13.8K +80 New
Twin Tree Management
360
Twin Tree Management
Texas
$10K -$438K -2,545 -97%
WCG
361
Weaver Consulting Group
California
$10K -$21.5K -125 -63%
CTB
362
Country Trust Bank
Illinois
$10K
WB
363
Webster Bank
Connecticut
$10K
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$9K
GT
365
Glenmede Trust
Pennsylvania
$9K
RWA
366
Ropes Wealth Advisors
Massachusetts
$8K -$15.7K -91 -61%
CCMW
367
Cypress Capital Management (Wyoming)
Wyoming
$8K
VNA
368
Valley National Advisers
Pennsylvania
$8K
HNB
369
Huntington National Bank
Ohio
$8K +$11K +64 +6,400%
BCA
370
Berman Capital Advisors
Georgia
$7K
FHA
371
Flagship Harbor Advisors
Massachusetts
$7K
PMFA
372
Plante Moran Financial Advisors
Michigan
$7K
SWM
373
Selective Wealth Management
Virginia
$7K
TWA
374
TCI Wealth Advisors
Arizona
$6K -$30.1K -175 -79%
FCM
375
Firestone Capital Management
Florida
$4K -$86.5K -503 -95%

OLED Hedge Fund Activity: Q1 2020 in Review

400 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Universal Display (OLED) for Q1 2020, worth a combined $4.29B — down 33% from $6.37B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of OLED and 49 opened new positions — a net loss of 47 holders — while 128 trimmed existing stakes and 151 added.

The largest buyer was Fidelity Investments, adding an estimated $137M. The largest seller was Jennison Associates, cutting an estimated $96M.

  • 400 institutional investors held Universal Display (OLED) as of Q1 2020, down from 457 in Q4 2019.
  • Funds reported $4.29B of Universal Display stock for Q1 2020, down 33% quarter-over-quarter.
  • 49 funds opened new Universal Display positions in Q1 2020 and 96 closed out, a net change of -47 holders.
  • The largest Universal Display buyer in Q1 2020 was Fidelity Investments, an estimated $137M added.
  • The largest Universal Display seller in Q1 2020 was Jennison Associates, an estimated $96M sold.

Based on aggregated 13F filings for Q1 2020.